Waverly Advisors, LLC
Wealth Management
Trader
“Trader at Waverly Advisors, LLC. Skills: Trading, Portfolio Management, Financial Analysis, Compliance. Trading functions within the firm. Trading mutual funds, equities, options, individual bonds”
Industry & Context.
Problem solving ability
Prolonged periods of sitting at a desk and working on a computer, Must be able to lift 15 pounds at times
What They're Looking For.
Must Have
Bachelor's degree in Finance, Economics, Accounting, Data Analytics or a related field, Ability to work both independently and in a team environment, Willingness to obtain Series 65 within 12 months
Nice to Have
1-3 years of industry experience, strongly preferred, particularly within an RIA, Eclipse experience, preferred, Experience working in a Portfolio Management System, Orion or Black Diamond preferred, Options trading experience, preferred, Experience with portfolio rebalancing and tax loss harvesting, Series 65 preferred, Experience with financial analysis software such as Bloomberg or Morningstar, preferred
What You'll Do.
Trading functions within the firm
Ensure adherence to model portfolios
Process tax trading requests
Monitor market conditions
Execute trades timely and efficiently
Resolve trade-related issues and discrepancies
Analyze clients' portfolio allocation
Audit client transactions
Ensure adherence to internal controls
Participate in continuous process improvement
Support implementation of trading system enhancements
Maintain accurate records of trades and transactions
Run weekly reports for advisors
How You'll Work.
Team & Collaboration
Works closely with portfolio managers, advisors, and operations; Effectively communicate with team members; Work both independently and in a team environment
Communication Scope
Written communication skills; Verbal communication skills
Applying for this Trader role?
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